Welcome to Your Third-Party Administrator Education Portal

We appreciate your partnership in providing the best retirement solutions to your clients. This portal has been designed to assist you with servicing your plans by providing an overview of our TPA Administration Guide, TPA website, and reports.

We hope you find these videos useful. Feel free to send us your ideas on additional content that would be helpful to you and your company.

Servicing your plans

This 10-minute video provides an overview of your TPA Administration Guide and navigation of our TPA website.


 
Last updated: June, 2018
This 5-minute video provides an overview of your TPA Plan Administration and All Participant Data Reports.
 
Last updated: June, 2018
This 4-minute video provides an overview of software downloads and your Transaction Report.

The Plan Sponsor Website

This 3-minute video provides an overview of the Plan Sponsor’s website.
 This website is the same website you use when administering a plan.
This 4-minute video is also available focusing on Payroll Administration.

The Employee Website

This 2-minute video provides an overview of the Employee’s website.